Podcast Episode 33: 2023 Investment Review and 2024 Outlook
by Financial Design Studio, Inc. / December 26, 2023At year end we always review market performance with our clients. In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review, thoughts on the Federal Reserve meeting, and predictions for what 2024 might bring.
Behind the Designs Ep. 33: 2023 Investment Review and 2024 Outlook
Take a listen right here, or head over to your favorite steaming platform!
Key Moments
1:11 What happened in 2023?
9:38 Our mindset as financial advisors and asset managers
13:09 What happened at the Federal Reserve Meeting?
21:04 What changes if interest rates go down?
23:34 What does a 2024 bullish year look like?
25:34 What does a 2024 bearish year look like?
32:26 Why did the Fed pivot?
40:42 How does this change impact your time horizon?
47:33 Final thoughts
Links for 2023 Investment Review and 2024 Market Outlook
“Triumph of the Optimists” by Elroy Dimson, Paul Marsh, and Mike Staunton.
Read Rob’s thoughts on why we need to go back to Investing in the 1970s
Does Investment Diversification Matter Anymore?
Episode 13: Financial Advisors on the Silicon Valley Bank Failure
Stay Connected!
If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.
Credits for Episode 33
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP®
Guests : Rob Stoll, CFP®, CFA
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Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.